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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1851
Marcus Capital
Illinois
$245K +$230K +3,616 New
AWA
1852
AmeriServ Wealth Advisors
Pennsylvania
$244K -$61.8K -970 -21%
AIM
1853
Allen Investment Management
New York
$244K – – –
OC
1854
Oarsman Capital
Wisconsin
$242K – – –
SICM
1855
Sustainable Insight Capital Management
New York
$241K -$6.69K -105 -3%
IP
1856
Isthmus Partners
Wisconsin
$241K – – –
SIP
1857
Stoneridge Investment Partners
Pennsylvania
$241K +$227K +3,563 New
NCM
1858
Novare Capital Management
North Carolina
$239K -$6.75K -106 -3%
LCP
1859
Legacy Capital Partners
Wisconsin
$239K – – –
SHCM
1860
Stokes & Hubbell Capital Management
Louisiana
$239K +$225K +3,535 New
FA
1861
FCG Advisors
New Jersey
$238K +$224K +3,517 New
ACP
1862
Aveo Capital Partners
Colorado
$236K -$70.4K -1,105 -25%
RIG
1863
Roosevelt Investment Group
New York
$236K -$30.7K -482 -12%
OKSA
1864
O'Keefe Stevens Advisory
New York
$236K – – –
TBC
1865
Tweedy, Browne Co
Connecticut
$235K – – –
PFA
1866
Paradigm Financial Advisors
Missouri
$234K +$220K +3,459 New
EIA
1867
Eldridge Investment Advisors
New Hampshire
$232K -$3.69K -58 -2%
LFA
1868
Legacy Financial Advisors
Kentucky
$231K -$16.6K -260 -7%
ATFA
1869
All Terrain Financial Advisors
Minnesota
$230K -$40.1K -629 -16%
NP
1870
NorthRock Partners
Minnesota
$230K +$214K +3,365 New
SIS
1871
Sound Income Strategies
Florida
$229K +$18.7K +293 +9%
ZF
1872
Zhang Financial
Michigan
$229K +$214K +3,353 New
HFS
1873
Haverford Financial Services
Pennsylvania
$229K +$216K +3,384 New
VV
1874
Verity & Verity
South Carolina
$228K +$214K +3,364 New
FCIM
1875
Fairview Capital Investment Management
California
$227K +$213K +3,349 New